From client conversation to a consulting‑grade plan.
ConsultAI turns discovery notes and client documents into a grounded assessment, a phased solution plan, a client-ready report and a priced proposal, so you spend your time advising, not formatting.
One workflow, from discovery to a signed proposal
Everything a small-business consultant needs to diagnose, recommend and quote, in one place.
Grounded business analysis
Findings tied to each process area you examined, ranked by severity, never generic advice.
Prioritized recommendations
Every recommendation is scored by impact and effort, so the quick wins are obvious.
Pilot-first solution plans
Phased plans that respect the owner's rules, budget and the tools they already use.
Client-ready reports
Polished deliverables and PDFs in English, French or Spanish, whatever language the intake was in.
Solution blueprints
Technical implementation plans for the solutions worth building, ready to quote and execute.
Proposals & estimates
Priced statements of work in minutes, so you move from insight to agreement fast.
Four steps, one afternoon
Bring what you learned from the client. ConsultAI does the heavy lifting; you stay in control.
Capture the business
Import a client document, start from an industry template, or send the client an intake link.
Analyze with AI
Get findings, recommendations and a phased plan in under a minute.
Review & refine
Edit anything. Your expertise decides what goes in front of the client.
Deliver & quote
Export the report and send a priced statement of work.
Built for the businesses you advise
Start from an industry template, or describe any business in your own words.
Ready to run your first assessment?
Create a free workspace and turn your next client meeting into a plan they can say yes to.
Let's talk
Questions about ConsultAI, a demo for your team, partnerships or investment? Send a note and you'll get a personal reply.